Convert From QuickBooks
Desktop to Online
If you're currently using QuickBooks Desktop and
would like to reach your files from any location, it's
time to transition from QuickBooks Desktop to
QuickBooks Online.
Conversion QuickBooks Desktop to Online
The primary factor behind conversion from QuickBooks Desktop
to Online. QBO is cloud-based in nature, enabling businesses to
seamlessly access their accounting data and operations from
anywhere using various devices, from desktops and laptops to
tablets and smartphones. Additionally, QBO facilitates easy
collaboration with accountants, a feature unavailable in the singleuser Desktop version. Moreover, QuickBooks Online receives
automatic online upgrades at no extra cost to users, ensuring they
always have the latest features and improvements.
Why Convert from QB Desktop to QBO
There are several motives for QuickBooks data conversion from Desktop
to Online.
QuickBooks Online operates in the cloud, allowing access to your data
from any location or time.
QBO offers enhanced usability on mobile devices compared to
QuickBooks Desktop.
QBO integration with various business applications renders.
You can set up multiple budgets every financial year.
Automatically schedule and perform transactions.
When To Move from QuickBooks Desktop to
QuickBooks Online
If you're currently using QuickBooks Desktop, you may find it advantageous to
transition to QuickBooks Online, our top-rated small business accounting
software, in the following scenarios:
Managing your finances or collaborating with remote accountants.
Needing to monitor expenses and create invoices on the move.
Anticipating business expansion and seeking a scalable solution.
Needing extensive integration with third-party business applications:
QuickBooks Online boasts compatibility with over 750 apps, dwarfing the
approximately 200 integrations available with QuickBooks Desktop.
What’s Move and Don’t Move over to
QuickBooks Online
Moves
Budgets
Inventory
Multi-Currency
Payroll
Online Banking
QuickBooks Payments
Sales Tax
Dones Not Moves
Attachments/Document Center docs
Budgets
Transactions with 3 different currency
types
Bank Feeds setup
Previous years' payroll history
QuickBooks Time
Price Levels
Process Convert QuickBooks Desktop to
QuickBooks Online
This manual provides a process for how to transfer from QuickBooks Desktop to
Online, supplemented with useful advice.
Step 1: Opt for your plan and subscribe to QBO
In our assessment of the Best Accounting Software, QuickBooks Online emerged as
the top choice. Before proceeding with the conversion of your QuickBooks
Desktop file, carefully consider which QuickBooks Online subscription aligns best
with your business needs.
Step 2: Prepare your QuickBooks Desktop file
Ensure a smooth conversion process by reviewing essential elements of your
QuickBooks Desktop company file and updating its information as thoroughly as
possible.
Download and update QuickBooks Desktop to the latest release and updates
Before initiating the conversion, confirm that your QuickBooks Desktop program
is up to date. Access your QuickBooks Desktop program, then navigate to the
Help menu and select Update QuickBooks Desktop.
Step 3- Convert your QuickBooks Desktop file
to QuickBooks Online
Enterprise users should refer to the subsequent section for instructions on
activating the conversion wizard in Enterprise. QuickBooks Desktop Enterprise
users While the conversion process for Enterprise users mirrors that of Pro and
Premier users, triggering the conversion wizard differs. Enterprise users should
follow these steps to initiate the conversion wizard:
From the home dashboard in Enterprise, simultaneously press CTRL+1 to open
the Product Information window.
Simultaneously press CTRL+B+Q.
Close the Product Information window to launch the conversion wizard.
Step 4- Complete the setup of your QuickBooks
Online company
Upon logging into your new QuickBooks Online company, we recommend taking a
few additional steps to ensure a successful start.
Print a Balance Sheet
Print a balance sheet Before making any alterations in QuickBooks Online, print a
balance sheet for the current date and compare it with the balance sheet printed
from QuickBooks Desktop. Ideally, they should match; however, discrepancies
require investigation and correction in QuickBooks Online before proceeding. You
can log back into your QuickBooks Desktop company to help identify any
discrepancies.
Connect bank and credit card accounts
Although your bank and credit card activity should transfer over
during the conversion from QuickBooks Desktop, the connections
to your bank do not. You'll need to connect your bank and credit
card account to QuickBooks Online. While not mandatory, we
recommend this step to save time and reduce data entry errors.
To initiate the connection of your bank accounts:
Hover over Transactions in your left menu bar.
Select Bank transactions.
Click the drop-down arrow next to the Link account.
Choose to Manage connections.
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